Myers Tax & Accounting 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Myers Tax & Accounting
  • Sponsor EIN: 030368152
  • Sponsor Address: 1 TOWNE MARKETPLACE, UNIT 1, ESSEX JCT, VT, 05452
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $194,249

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$194,249$2,800$13,999
20231$163,965$3,247$14,118
20221$131,494$2,316$8,683

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